| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 4,442 | $616,090.73 | $712,141.44 | $96,050.71 | 15.59% |
Stacy Creekmur Creekmur Asset Management LLC | 2,042 | $270,488.96 | $327,373.44 | $56,884.48 | 21.03% |
Nitin Kumbhani Accent Capital Management, LLC | 3,450 | $504,016.8 | $553,138.5 | $49,121.7 | 9.75% |
Michael Bailey MGB Wealth Management, LLC | 1,853 | $236,940 | $297,091.49 | $60,151.49 | 25.39% |
Jeffrey Liguori NAPATREE CAPITAL LLC | 8,028 | $988,660.59 | $1.29M | $298,388.37 | 30.18% |
Mark Alan Zeigler II Foguth Wealth Management, LLC. | 1,980 | $269,468.43 | $317,433.6 | $47,965.17 | 17.8% |
Ralph Antolino, Jr AA Financial Advisors, LLC | 67,266 | $8.39M | $10.78M | $2.39M | 28.48% |
Bill Parsons MAINSAIL ASSET MANAGEMENT, LLC | 24,456 | $2.74M | $3.92M | $1.18M | 42.88% |
Robert Santos Arrowroot Family Office, LLC | 18,260 | $2.09M | $2.93M | $836,228.26 | 39.99% |
| BMV Barbara Marie Villard Financial Synergies Wealth Advisors, Inc. | 1,585 | $228,052.54 | $254,123.05 | $26,070.51 | 11.43% |
Ian Jameson American Capital Advisory, LLC | 216 | $24,185.99 | $34,629.12 | $10,443.13 | 43.18% |
Richard Zipkis Granite Group Advisors, LLC | 3,564 | $511,505.44 | $571,380.48 | $59,875.04 | 11.71% |
Michael Stringer Lane & Associates LLC | 38,970 | $4.38M | $6.25M | $1.87M | 42.58% |
| SB Scott Blaesing Cascade Wealth Advisors, Inc | 4,827 | $643,681.71 | $773,864.64 | $130,182.93 | 20.22% |
James Luthardt KIRTLAND HILLS CAPITAL MANAGEMENT, LLC | 6,042 | $902,204.89 | $968,653.44 | $66,448.55 | 7.37% |
David Maxey Heritage Family Offices, LLP | 3,708 | $439,768.99 | $594,466.56 | $154,697.57 | 35.18% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 18,473 | $2.25M | $2.96M | $706,856.78 | 31.35% |
| CY Cathy Yasui Central Pacific Bank - Trust Division | 26 | $3,133.82 | $4,168.32 | $1,034.5 | 33.01% |
Andrew Panko Tenon Financial LLC | 2,551 | $366,120 | $408,976.32 | $42,856.32 | 11.71% |
James J. Karabas Embree Financial Group | 46,414 | $5.41M | $7.44M | $2.03M | 37.64% |